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Portfolio (Quarterly) Guide ↗
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Page 5 of 504  ·  10,068 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/18/2026 Empire Financial Management Company, LLC Mar 2026 $442M 211 EDGAR ↗
5/18/2026 Merk Investments LLC Mar 2026 $368M 11 EDGAR ↗
5/18/2026 Vestwell Advisors, LLC Mar 2026 $365M 31 EDGAR ↗
5/18/2026 MSA Advisors, LLC Mar 2026 $333M 50 EDGAR ↗
5/18/2026 Chesapeake Wealth Management Mar 2026 $326M 262 EDGAR ↗
5/18/2026 SVF Sponsor III (DE) LLC Mar 2026 $297M 1 EDGAR ↗
5/18/2026 Goodlander Investment Management, LLC Mar 2026 $289M 12 EDGAR ↗
5/18/2026 Kanen Wealth Management LLC Mar 2026 $278M 36 EDGAR ↗
5/18/2026 Strait & Sound Wealth Management LLC Mar 2026 $269M 180 EDGAR ↗
5/18/2026 Ariadne Wealth Management, LP Mar 2026 $223M 249 EDGAR ↗
5/18/2026 Twin Lakes Capital Management, LLC Mar 2026 $220M 221 EDGAR ↗
5/18/2026 Unconventional Investor, LLC Mar 2026 $211M 46 EDGAR ↗
5/18/2026 Adalta Capital Management LLC Mar 2026 $209M 120 EDGAR ↗
5/18/2026 Ma Investment Partnership, LP Mar 2026 $208M 10 EDGAR ↗
5/18/2026 TAM Capital Management Inc. Mar 2026 $205M 7 EDGAR ↗
5/18/2026 Strategic Planning, Inc. Mar 2026 $199M 54 EDGAR ↗
5/18/2026 Barnes Wealth Management Group, Inc Mar 2026 $197M 184 EDGAR ↗
5/18/2026 Cassady Wealth & Retirement Planning, LLC Mar 2026 $193M 101 EDGAR ↗
5/18/2026 Chokshi & Queen Wealth Advisors, Inc Mar 2026 $187M 64 EDGAR ↗
5/18/2026 Graney & King, LLC Mar 2026 $186M 370 EDGAR ↗
Page 5 of 504  ·  10,068 filings
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